TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$90.7M
3
+$80M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$42.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$39M

Top Sells

1
+$122M
2
+$30.6M
3
+$15.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.12M

Sector Composition

1 Technology 8.31%
2 Financials 5.16%
3 Healthcare 4.85%
4 Industrials 3.8%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.2M 0.37%
21,022
-1,488
52
$9.94M 0.36%
66,610
-6,993
53
$9.33M 0.34%
35,579
+10,494
54
$9.32M 0.34%
85,492
+504
55
$9.28M 0.34%
246,062
-25,403
56
$9.12M 0.33%
15,648
-1,243
57
$9.03M 0.33%
111,107
+6,311
58
$8.85M 0.32%
115,889
+35,398
59
$8.69M 0.31%
78,885
+7,690
60
$8.4M 0.3%
75,240
-3,530
61
$8.16M 0.3%
188,598
-33,110
62
$7.61M 0.27%
159,146
-11,084
63
$7.54M 0.27%
+118,328
64
$7.29M 0.26%
51,709
+6,737
65
$7.21M 0.26%
257,676
-20,283
66
$7.06M 0.26%
16,546
-2,705
67
$6.7M 0.24%
23,251
-9,519
68
$6.7M 0.24%
18,780
-1,121
69
$6.64M 0.24%
98,489
-15,216
70
$6.63M 0.24%
80,467
-22,660
71
$6.61M 0.24%
34,582
-3,039
72
$6.57M 0.24%
16,004
-1,560
73
$6.52M 0.24%
129,124
-26,993
74
$6.4M 0.23%
65,950
-7,169
75
$6.18M 0.22%
140,992
-1,933
1 2
3
4 5